I had started to think of CAVM as a value stock (see prior article here), but with the QLGC acquisition announced, there are a few
Year: 2016
Software as a Service (SaaS) is a relatively new breed of Cloud-based software apps that seek to: 1) provide superior capabilities compared to traditional desktop
In the last chapter of my book I introduced aspirational ideas for asset management. Here I build on those ideas to sketch a conceptual equity
I first introduced this “technology catch-up” thesis in late-2012, and believe it has been in play more or less since then, and will continue to
I presented on the topic of Equity Research for Technology Professionals at The Wharton School in San Francisco on Friday, June 3. You can download
The chart illustrates my view of the difference between analysis and insight. Analysis will be the first to be commoditized with advances in machine learning,
The chart shows a few examples of what I would consider proprietary insights. The word “proprietary” signifies that you had to make an effort to
Within acteve’s investing framework there are essentially 4 ways to beat the market. Lets assume for this discussion that you have a genuine need to
Beating the market consistently involves taking a different approach to managing investment risk. Coming up with a framework to think about different types of risks
The average investor is unlikely to view CAVM as a value stock, at least at current levels. It certainly could be a value stock in